Elevation Wealth Management LLC
Filing Date
Global Rank
#6,614
/ 8,232
▲ 358
Top Industry
Semiconductors
24.2%
3Y Alpha vs SPY
+15.7%
Period ended 2 months ago
Filed May 11, 2026 · 33d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.4%
SPY
+9.1%
Annualised alpha
+16.5%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.6%
+0.3 pts
Top 5
49.7%
+5.0 pts
Top 10
69.6%
+1.8 pts
HHI
633
Diversified+34
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.2% | $21,750,201 |
| Communication Services | 16.4% | $7,381,141 |
| Consumer Cyclical | 10.5% | $4,749,451 |
| Unclassified | 7.8% | $3,527,546 |
| Financial Services | 7.5% | $3,403,567 |
| Consumer Defensive | 3.7% | $1,666,863 |
| Healthcare | 3.4% | $1,542,009 |
| Industrials | 1.1% | $513,570 |
| Energy | 0.8% | $366,634 |
| Basic Materials | 0.5% | $206,731 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +7,392 | 19,239 | $4,006,905 | |
| NVDA | Nvidia Corp | +6,273 | 32,699 | $5,702,705 | |
| MSFT | Microsoft Corp | +4,621 | 10,732 | $3,972,663 | |
| GOOGL | Alphabet Inc. | +4,611 | 12,543 | $3,606,864 | |
| AAPL | Apple Inc. | +1,796 | 20,278 | $5,146,352 | |
| PANW | Palo Alto Networks Inc | +1,136 | 3,672 | $588,694 | |
| BRK-B | Berkshire Hathaway Inc | +958 | 3,879 | $1,858,816 | |
| NFLX | Netflix Inc | +798 | 8,418 | $809,390 | |
| JPM | Jpmorgan Chase & Co | +672 | 3,045 | $895,716 | |
| AVGO | Broadcom Inc. | +511 | 7,105 | $2,199,068 | |
| META | Meta Platforms, Inc. | +449 | 4,081 | $2,334,861 | |
| UNH | Unitedhealth Group Inc | +375 | 2,184 | $590,968 | |
| TSLA | Tesla, Inc. | +362 | 1,103 | $410,039 | |
| LLY | ELI LILLY & Co | +287 | 1,034 | $951,041 | |
| PLTR | Palantir Technologies Inc. | +239 | 1,510 | $220,882 | |
| SLV | iShares Silver Trust | +233 | 21,083 | $1,436,595 | |
| CRWD | CrowdStrike Holdings, Inc. | +206 | 2,221 | $867,100 | |
| PCAR | Paccar Inc | +179 | 2,196 | $253,637 | |
| TXN | Texas Instruments Inc | +171 | 1,614 | $313,341 | |
| COST | Costco Wholesale Corp /New | +144 | 1,078 | $1,074,150 | |
| CRM | Salesforce, Inc. | +143 | 1,359 | $253,684 | |
| AMD | Advanced Micro Devices Inc | +134 | 3,198 | $650,568 | |
| GLD | Spdr Gold Trust | +95 | 615 | $264,627 | |
| GE | General Electric Co | +74 | 916 | $259,933 | |
| MU | Micron Technology Inc | +18 | 1,326 | $447,974 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RDDT | Reddit, Inc. | −1,649 | 4,679 | $630,026 | |
| BAC | Bank Of America Corp /De/ | −1,115 | 9,013 | $439,383 | |
| QQQ | Invesco Qqq Trust, Series 1 | −952 | 1,954 | $1,127,808 | |
| SPY | Spdr S&P 500 ETF Trust | −567 | 425 | $276,394 | |
| IAU | Ishares Gold Trust | −415 | 2,350 | $207,175 | |
| GLDM | World Gold Trust | −302 | 2,319 | $214,947 | |
| HD | Home Depot, Inc. | −299 | 1,011 | $332,507 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −100 | 1,024 | $346,060 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
4 positions ·
$7,381,141 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 12,543 | $3,606,864 | 48.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,081 | $2,334,861 | 31.63% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 8,418 | $809,390 | 10.97% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Reduced | 4,679 | $630,026 | 8.54% |